KMI Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,755,181
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
186
4% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
186
Very HighAverage account size
$267,501
About
KMI Wealth LLC provides investment management, financial planning, investment consulting, pension consulting, and philanthropy advisory services to a mix of individual and institutional clients. Its client base includes individuals and families as well as retirement plans, non‑profit organizations, and state or municipal government entities.
The firm’s investment process emphasizes fundamental analysis to evaluate intrinsic value, supplemented at times by technical analysis, with a long‑term orientation that allows strategic and tactical adjustments as conditions warrant. KMI Wealth generally exercises discretionary management for client accounts but manages certain held‑away assets on a non‑discretionary basis, with clients retaining responsibility for implementing recommendations.
Distinctive aspects of the firm include its engagement with client types that are uncommon for small independent advisers — particularly government entities, charitable organizations, and pension/profit‑sharing plans — along with explicit pension consulting and philanthropy services such as philanthropic planning, gift monitoring, and family conferences. The firm also offers separate investment consulting for employer retirement plans and outside‑asset tracking, reflecting a broader advisory scope than advisers focused solely on individual portfolio management.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
General estate planning guidance
Fee options
Initial personal/household wealth financial plan: $2,500 per year (waived if AUM > $500,000); ongoing personal/household wealth financial plan: $1,000 per year (waived if AUM > $500,000); outside asset tracking: $250 per review; philanthropy advisory gift letter(s): $250 per letter
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiated Rate
Philanthropy advisory services: $250 per hour
Fee-only: Wealth management fees charged on assets under management; additional investment consulting and financial planning fees charged on fixed, hourly, or project basis as agreed.
Main office location
KMI Wealth Advisors
375 Vassar St
Reno NV 89502, United States
Number of offices
2
Most active in
KMI Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Nevada · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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